Geneos Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Geneos Wealth Management’s Portfolio BEPC Stock Details BEPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$891	Hold	24	–	–	﹤0.01%	2436
2026 Q1	$956	Hold	24	–	–	﹤0.01%	2410
2025 Q4	$920	Hold	24	–	–	﹤0.01%	2413
2025 Q3	$826	Sell	24 -169	-88%	-$5.79K	﹤0.01%	2421
2025 Q2	$6.33K	Buy	193 +90	+87%	+$2.63K	﹤0.01%	2495
2025 Q1	$2.88K	Sell	103 -7	-6%	-$192	﹤0.01%	2669
2024 Q4	$3.04K	Buy	110 +78	+244%	+$2.4K	﹤0.01%	2482
2024 Q3	$1.04K	Buy	+32	New	+$928	﹤0.01%	2441
2023 Q3	–	Sell	-24	Closed	-$758	–	2102
2023 Q2	$758	Hold	24	–	–	﹤0.01%	2042
2023 Q1	$838	Hold	24	–	–	﹤0.01%	2012
2022 Q4	$660	Hold	24	–	–	﹤0.01%	2002
2022 Q3	$0	Buy	24 +8	+50%	+$308	﹤0.01%	2058
2022 Q2	$0	Sell	16 -43	-73%	-$1.59K	﹤0.01%	2595
2022 Q1	$2K	Buy	+59	New	+$2.18K	﹤0.01%	2519
2021 Q3	–	Sell	-151	Closed	-$6K	–	2840
2021 Q2	$6K	Hold	151	–	–	﹤0.01%	2369
2021 Q1	$6K	Hold	151	–	–	﹤0.01%	2579
2020 Q4	$6K	Sell	151 -1	-0.7%	-$48	﹤0.01%	2401
2020 Q3	$5K	Buy	+152	New	+$5.1K	﹤0.01%	2155

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Geneos Wealth Management's BEPC Position: Q2 2026 in Review

Geneos Wealth Management held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 24 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Geneos Wealth Management first reported a position in BEPC in Q3 2020 and has held it in 18 quarters since. The position peaked at $6.33K in Q2 2025. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Geneos Wealth Management held 24 shares of Brookfield Renewable worth $891 as of Q2 2026.
Geneos Wealth Management left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2436 holding.
Geneos Wealth Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 18 quarters since.
Geneos Wealth Management's Brookfield Renewable position peaked at $6.33K in Q2 2025.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.